Charles W. Daff

Bar Admissions

• California

Education

• University of California, Irvine School of Law (J.D.)
  • UC Irvine Law Review, Senior Editor
  • UC Irvine Law Review, Lead Article Editor
• University of California, Santa Barbara (B.A., Business/Economics with Emphasis in Accounting)

Awards & Recognition

• Certified Specialist in Estate Planning, Trust, and Probate Law by the California State Bar
• Super Lawyers, Rising Star (2020-Present)

Previous Professional Experience

• Dorsey & Whitney, LLP, Associate (2018-2019)
• Gaw Van Male, LLP, Associate (2017-2018)
• Estate Plan, Inc., Associate and Of Counsel (2016-2017)
• U.S. Trust, Bank of America Private Wealth Management, Trust Administrative Officer II, (2015-2016)
• University of California, Irvine School of Law, Judicial Extern to the Hon. Meredith A. Jury
• University of California, Irvine School of Law, Judicial Extern to the Hon. Scott C. Clarkson
• University of California, Irvine School of Law, Research Assistant for Professor Katherine Porter
• United States Department of Justice, Intern

Professional Memberships and Activities

• California Lawyer’s Association (2014-Present)
  • Trusts and Estates Section
  • Law Practice Management and Technology Section
• Orange County Bar Association (2014-Present)
  • Trusts and Estates Section
• California Society of CPAs, Estate Planning Interest Group (2019-2020)
  • Co-Chair
• Napa County Bar Association (2016-2017)
  • Trusts and Estates Section
• Napa County Bar Association, Young Lawyers Division (2016-2017)
  • Vice President
  • Co-MCLE Chair

Representative Presentations and Publications

• “Qualified Terminable Interest Property Trusts and Qualified Domestic Trusts” (Chapter 19), Update Author, CEB California Will Drafting (May 2023)
• “Bypass Trusts and Disclaimer Trusts” (Chapter 20), Update Author, CEB California Will Drafting (May 2023)
• “New Software Tools for Practicing Intellectual Property,” Panelist, The IPR Gorilla Conference (May 2022)
• “Trustee Compensation, Attorney Fees, and Other Administrative Costs” (Chapter 9), Update Author, CEB California Trust Administration (November 2020)
• “Principal and Income” (Chapter 8), Update Author, CEB California Trust Administration (November 2020)
• “The Formula General Power of Appointment: Guaranteed Efficiency Between Estate Tax Planning and Step-up in Basis,” Co-Author, California Trusts and Estates Quarterly, Volume 25 Issue 3 (2019)
• “Principal and Income” (Chapter 8), Update Author, CEB California Trust Administration (November 2019)
• “Marital Deduction: Overview and Formula Clauses” (Chapter 17), Update Author, CEB California Will Drafting (July 2019)
• “Marital Deduction Power of Appointment Trusts’” (Chapter 18), Update Author, CEB California Will Drafting (July 2019)
• “Qualified Terminable Interest Property Trusts and Qualified Domestic Trusts” (Chapter 19), Update Author, CEB California Will Drafting (July 2019)
• “Bypass Trusts and Disclaimer Trusts” (Chapter 20), Update Author, CEB California Will Drafting (July 2019)
• “Probate Boot Camp: Marshalling and Valuing Assets,” Presenter, National Business Institute (June 2019)
• “Probate Boot Camp: Handling Debts and Creditors Claims,” Presenter, National Business Institute (June 2019)
• “Top 10 Things Estate Planners Need to Know About Planning for Retirement Assets,” Co-Presenter, CEB (February 2019)
• “Ethical Considerations” (Chapter 2), Update Author, CEB California Estate Planning (January 2019)
• “Marital Deduction Planning” (Chapter 17), Update Author, CEB California Estate Planning (January 2019)
• “Marital Deduction: Overview and Formula Clauses” (Chapter 17), Update Author, CEB California Will Drafting (August 2018)
• “Qualified Terminable Interest Property Trusts and Qualified Domestic Trusts” (Chapter 19), Update Author, CEB California Will Drafting (August 2018)
• “Bypass Trusts and Disclaimer Trusts” (Chapter 20), Update Author, CEB California Will Drafting (August 2018)
• “Not in the Family: When to Name a Corporate Trustee,” Co-Author, The Journal of Financial Planning (June 2015)